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  来源:证券之星

  4月24日,宠物经济板块表现活跃,多股出现明显上涨。截至收盘,中宠股份、天元宠物等多股涨停。

  消息面上,中宠股份公布了一季度业绩,公告显示,公司2025年一季度实现归母净利润9115.53万元,同比增长62.13%,营收11.01亿元同比增长25.41%。乖宝宠物2025年一季度营业总收入达到14.8亿元,同比上升34.82%;归母净利润2.04亿元,同比上升37.68%。

  这些亮眼的业绩数据,不仅反映了公司的强劲增长势头,也增强了投资者对行业的信心。

  随着人们生活水平的提高,宠物逐渐从传统的看家护院角色转变为家庭成员般的存在,宠物经济应运而生并蓬勃发展。从数据上看,宠物经济行业正处于快速发展阶段,市场规模持续扩大。2024年,中国宠物市场规模达3002亿元,同比增长7.5%。

  未来几年,随着宠物数量的增加和消费观念的升级,宠物经济有望继续保持高速增长。多家券商对宠物经济的未来发展持乐观态度。

  银河证券认为,我国宠物行业规模有望于2027年突破4000亿元,情感经济、科学养宠、理性养宠等消费趋势的变化将带来结构性机遇。华源证券指出,Z世代驱动宠物经济,国货品牌崛起,头部品牌集中度提升,为投资者提供了良好的投资机会。

  这里证券之星为大家整理了部分宠物经济概念股,需要注意的是,概念股仅供投资者参考,不构成任何投资建议。

  1、中宠股份:公司倾力打造了以自主品牌"Wanpy顽皮"与"Zeal真致"为核心的品牌矩阵,覆盖干粮、湿粮、零食、保健品、用品等品类。公司的销售渠道布局完善,在线下的宠物店、宠物医院、商超等渠道深耕多年、覆盖广泛。

  2、乖宝宠物:公司始建于2006年,主要从事宠物食品的研发、生产和销售,主要产品包括宠物大用和猫用主粮系列、零食系列和保健品系列等。

  3、天元宠物:公司营业收入主要来源于主营业务收入,即宠物产品的销售收入。报告期内,公司主营业务收入占营业收入的比重分别为99.62%、99.54%、98.55%和98.42%,占比较为稳定。公司产品包括猫爬架、宠物窝垫、宠物玩具、电子宠物用品等。

  4、依依股份:公司在宠物一次性卫生护理用品领域拥有较强的研发设计和生产能力。

  5、贝仕达克:公司已成功推出自主品牌Pickfun(皮克方)宠物AI摄影师,并逐步延伸服务领域。

  6、佩蒂股份:目前,公司业务主要集中在宠物食品行业。

  7、瑞普生物:公司与瑞派宠物医院及旗下中瑞供应链平台合作不断强化,双方在宠物医疗渠道推广、品牌建设上的深度战略协同。

  8、源飞宠物:公司营业收入主要来源于宠物用品与宠物零食的销售收入。

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